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claude-equity-research - IDE Extensions | SkillsLLM
Home IDE Extensions claude-equity-research π Claude Code Plugin for institutional-grade equity research. Install with /plugin marketplace add. Generates professional buy/sell recommendations with comprehensive fundamental analysis, technical indicators, and risk assessment. Educational use only - not financial advice.
ai-powered claude-code claude-code-plugin equity-research finance
# Add to your Claude Code skills
git clone https://github.com/quant-sentiment-ai/claude-equity-researchClaude Equity Research
π€ Built entirely with Claude Code - demonstrating AI-native development workflows for professional-grade financial tools.
Professional equity research and trading analysis powered by Claude AI, delivering institutional-grade investment insights with Goldman Sachs-style formatting and comprehensive risk assessment.
What It Does
Institutional-Grade Analysis : Generates professional equity research reports matching Wall Street standardsAI-Powered Intelligence : Leverages Claude AI for comprehensive fundamental and technical analysisReal-Time Data Integration : Pulls live market data, earnings reports, and analyst coverageRisk-Adjusted Recommendations : Provides buy/sell/hold ratings with specific price targets and position sizingAdvanced Market Intelligence : Includes options flow analysis, insider trading activity, and sector positioning
Key Features
Core Analysis Framework
Executive Summary : Investment thesis with price target and 12-month timeframeFundamental Analysis : Revenue growth, margins, peer comparisons, and forward estimatesCatalyst Analysis : Near-term and medium-term market drivers with specific dates
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Related Skills The agent harness performance optimization system. Skills, instincts, memory, security, and research-first development for Claude Code, Codex, Opencode, Cursor and beyond.
financial-analysis
financial-analysis-ai
financial-analysis-tools
financial-analyst
investment-research
stock-analysis
stock-analyst
trading-analysis
Valuation Models : Bull/base/bear scenarios with probability weighting
Risk Assessment : Company-specific and macro risks with position sizing guidance (1-5%)
Technical Context : Support/resistance levels, momentum indicators, and volume analysis
Enhanced Intelligence Features
Options Flow Analysis : Unusual activity, put/call ratios, implied volatility trendsInsider Activity Monitoring : Executive buying/selling patterns with dollar amountsSector Positioning : Rotation trends and relative strength vs market indicesESG & Governance : Sustainability scores and regulatory compliance assessment
Professional Standards
Institutional Terminology : EBITDA, P/E ratios, EV/Sales, conviction levelsProbability Weighting : Bull/base/bear scenarios with percentage allocationsLegal Protection : Comprehensive disclaimers for educational useData Sourcing : Real-time web search with analyst firm citations
Installation & Setup
Prerequisites
Claude Code CLI (version 2.0.11 or higher)
Claude paid subscription (Pro, Team, or Enterprise)
Internet connection for real-time data retrieval
Installation via Claude Code Plugin (Recommended) Quick Install - Interactive Menu:
# Step 1: Add the marketplace
/plugin marketplace add quant-sentiment-ai/claude-equity-research
# Step 2: Open the plugin menu
/plugin
# Step 3: Select "Browse Plugins" β find "claude-equity-research" β "Install now"
Alternative - Direct Install:
/plugin marketplace add quant-sentiment-ai/claude-equity-research
/plugin install claude-equity-research@quant-sentiment-ai
/help # Confirm /trading-ideas command is listed
/trading-ideas AAPL
/trading-ideas NVDA --detailed
π‘ Tip : Restart Claude Code after installation for best results.
For comprehensive plugin documentation, see PLUGIN.md .
Quick Start
Install the /trading-ideas command (system-wide): mkdir -p ~/.claude/commands
curl -o ~/.claude/commands/trading-ideas.md https://raw.githubusercontent.com/quant-sentiment-ai/claude-equity-research/main/commands/trading-ideas.md
/trading-ideas HOOD --detailed
Manual Setup via Git Clone git clone https://github.com/quant-sentiment-ai/claude-equity-research.git
cd claude-equity-research
Copy command to Claude Code : cp commands/trading-ideas.md ~/.claude/commands/
Usage Examples
Basic Equity Analysis Output : Comprehensive institutional research report with BUY/SELL/HOLD recommendation
Technology Sector Analysis Features : AI/semiconductor sector positioning, relative valuation vs peers
Financial Services Analysis Includes : Interest rate sensitivity, regulatory environment, book value analysis
Growth Stock Analysis Focus : Growth metrics, competitive positioning, volatility assessment
Sample Output Format # APPLE INC (AAPL) - ENHANCED EQUITY RESEARCH
## EXECUTIVE SUMMARY
BUY with $250 price target (9% upside) over 12 months. Strong Q4 2024
results driven by iPhone 16 launch and AI integration provide foundation
for premium product cycle. Balanced risk-reward with established ecosystem moat.
## FUNDAMENTAL ANALYSIS
Q4 2024: Revenue $94.9B (+6% YoY), EPS $1.64 (+12% YoY). iPhone revenue
$46.2B (~49% of total), Services +12% to $25B with recurring characteristics.
## VALUATION & PRICE TARGETS
Consensus: $242 (range $200-$280)
Bull case: $280 | Base case: $250 | Bear case: $200
Probability weighting: 25%/55%/20%
## RECOMMENDATION: BUY | Conviction: High | Price Target: $250
Command Reference | Command | Description | Output |
|---------|-------------|---------|
| /trading-ideas <TICKER> | Standard institutional analysis | 8-section comprehensive report |
| /trading-ideas <TICKER> --detailed | Enhanced analysis with options flow | Extended technical and insider analysis |
| /trading-ideas --help | Show usage information | Command documentation |
Repository Structure claude-equity-research/
βββ README.md # This file
βββ LICENSE # MIT License
βββ commands/
β βββ trading-ideas.md # Main Claude Code command
β βββ README.md # Command documentation
βββ config/
β βββ config.example.json # Template configuration
β βββ prompts/ # Analysis prompt templates
βββ examples/
β βββ sample_reports/ # Example analyses (AAPL, HOOD, etc.)
βββ docs/
β βββ methodology.md # Detailed analysis framework
β βββ installation.md # Setup instructions
β βββ customization.md # Customization guide
βββ utils/
β βββ data_sources.md # Data source documentation
β βββ validation.py # Analysis validation tools
βββ tests/
βββ test_command.py # Command functionality tests
Analysis Methodology Our research framework combines:
Quantitative Analysis
Financial Statements : Revenue, margins, cash flow analysisValuation Models : Multiple approaches (DCF, comparable company, precedent transaction)Technical Indicators : Support/resistance, momentum, relative strengthOptions Analytics : Implied volatility, unusual activity, sentiment indicators
Qualitative Assessment
Competitive Positioning : Market share, competitive advantages, moat analysisManagement Quality : Track record, capital allocation, strategic visionRegulatory Environment : Industry-specific risks, compliance issuesESG Factors : Environmental, social, governance considerations
Risk Management
Scenario Analysis : Bull/base/bear cases with probability weightingPosition Sizing : Risk-adjusted allocation recommendations (1-5% typical)Stop-Loss Guidance : Downside protection levelsCorrelation Analysis : Portfolio diversification considerations
Data Sources
Financial Data : SEC filings, earnings reports, company guidanceMarket Data : Real-time pricing, volume, technical indicatorsAnalyst Coverage : Wall Street research, price target updatesNews & Sentiment : Financial media, regulatory announcementsOptions Data : Unusual activity, implied volatility, positioningInsider Activity : Form 4 filings, executive transactions
Professional Disclaimers
β οΈ Important Legal Notice This tool is designed for educational and research purposes only . All analysis and recommendations are:
Not financial advice - For informational purposes onlyNot personalized - Does not consider individual circumstancesHistorical data based - Past performance doesn't guarantee future resultsRequiring due diligence - Users must conduct independent researchRisk warning included - All investments carry risk of loss
Risk Warnings
Stock prices are volatile and unpredictable
AI analysis may contain errors or biases
Market conditions change rapidly
Regulatory and company-specific risks may not be fully captured
Position sizing recommendations are general guidelines only
Professional Consultation Always consult with qualified financial professionals before making investment decisions. This tool does not replace professional financial advice.
Contributing
Development Areas
Enhanced data source integration
Improved technical analysis algorithms
Additional sector-specific metrics
ESG scoring improvements
Risk model enhancements
Code Contributions # Fork the repository
git fork https://github.com/quant-sentiment-ai/claude-equity-research
# Create feature branch
git checkout -b feature/your-enhancement
# Submit pull request with detailed description
Star History [
